BRWA
AGN

B. Riley Wealth Advisors’s Allergan Inc AGN Stock Holding History

B. Riley Wealth Advisors’s Portfolio AGN Stock Details AGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,510
Closed -$3.35K – 2800
2014
Q4 		$3.35K Buy
+2,510
New +$499K 0.07% 348
2014
Q3 		– Sell
-924
Closed -$156K – 2613
2014
Q2 		$156K Buy
+924
New +$144K 0.04% 537
2013
Q3 		– Sell
-1,664
Closed -$140K – 795
2013
Q2 		$140K Buy
+1,664
New +$173K 0.05% 454

Other funds holding AGN

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

B. Riley Wealth Advisors's AGN Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Allergan Inc (AGN) in Q1 2015, closing a stake of 2,510 shares — an estimated $3.35K sold.

B. Riley Wealth Advisors first reported a position in AGN in Q2 2013 and held it in 3 quarters. The position peaked at $156K in Q2 2014. 5 funds tracked by Wall St. Rank hold AGN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Allergan Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,510 Allergan Inc shares in Q1 2015, an estimated $3.35K.
  • B. Riley Wealth Advisors first reported a position in Allergan Inc in Q2 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Allergan Inc position peaked at $156K in Q2 2014.
  • 5 funds tracked by Wall St. Rank held Allergan Inc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.